Solutions
A Legacy Renewed
Our comprehensive integrated solution was created to serve the modern family office. Decades of experience have led to the seamless integration of people, process, and platform – a truly bespoke client experience.
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Alternative Investments
Fi-Tek Specialty Assets provides data collection, ingestion, validation, and reporting in one solution for your alternative investments and capital activity.
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Harness the Power of An Integrated General Ledger
Fi-Tek Wealth Solutions will manage the life cycle of any fund. Our comprehensive Fund Administration and Shadow Accounting solution harnesses the synergies of Rockit® Command and HedgeTek® to serve as the golden copy of your records.
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FWS Technology: Rockit® Command
Rockit® Command comprehensively integrates the investment, performance, and accounting books of record, and eliminates the need for multiple system integrations.
Our Differentiators
Subject Matter Experts
Fi-Tek Wealth Solutions™ (FWS) brings together SME with substantial accounting, tax and servicing background, working side by side with performance analysts and software architects.
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Eliminate the Risk and Cost of a Diversified Technology Stack
FWS brings together all facets of the middle and back office. One system, one solution means reduction of overall data risk and cost.
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Fortified Through Years of Servicing Complex Wealth
The operating model at Fi-Tek Wealth Solutions has been strengthened and refined through decades of supporting all manner of complexity.
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The Client Journey
The FWS Client Experience team possesses an advanced level of subject matter expertise across a veteran group of family office, accounting, and investment professionals, complimented by an innovative team of technologists, analysts and software engineers. Accordingly, we work as an extension of your team through FWS outsource or co-source service models.
